Centerpoint Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Centerpoint Advisors’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60K	Buy	719 +8	+1%	+$638	0.02%	159
2026 Q1	$50K	Sell	711 -39	-5%	-$2.81K	0.02%	158
2025 Q4	$50K	Buy	750 +40	+6%	+$2.68K	0.02%	163
2025 Q3	$47K	Hold	710	–	–	0.01%	174
2025 Q2	$43K	Sell	710 -20	-3%	-$1.12K	0.01%	170
2025 Q1	$39K	Hold	730	–	–	0.01%	177
2024 Q4	$38K	Sell	730 -1,375	-65%	-$76.1K	0.01%	193
2024 Q3	$121K	Buy	2,105 +53	+3%	+$2.87K	0.04%	112
2024 Q2	$110K	Buy	2,052 +1,417	+223%	+$74.7K	0.04%	125
2024 Q1	$33K	Buy	635 +17	+3%	+$851	0.01%	197
2023 Q4	$31K	Hold	618	–	–	0.01%	187
2023 Q3	$29K	Hold	618	–	–	0.01%	193
2023 Q2	$30K	Buy	+618	New	+$30.2K	0.01%	203
2022 Q4	–	Sell	-56	Closed	-$2K	–	497
2022 Q3	$2K	Hold	56	–	–	﹤0.01%	318
2022 Q2	$3K	Hold	56	–	–	﹤0.01%	300
2022 Q1	$3K	Sell	56 -4,600	-99%	-$266K	﹤0.01%	305
2021 Q4	$279K	Buy	+4,656	New	+$287K	0.12%	77
2020 Q2	–	Sell	-395	Closed	-$16K	–	283
2020 Q1	$16K	Hold	395	–	–	0.02%	126
2019 Q4	$21K	Buy	395 +295	+295%	+$15.2K	0.02%	137
2019 Q3	$5K	Buy	+100	New	+$4.96K	﹤0.01%	201

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centerpoint Advisors's IEMG Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 1.1% in Q2 2026, buying an estimated $638 and bringing the position to 719 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #159.

Centerpoint Advisors first reported a position in IEMG in Q3 2019 and has held it in 20 quarters since. The position peaked at $279K in Q4 2021. 2,409 funds tracked by Wall St. Rank hold IEMG as of Q2 2026.

Centerpoint Advisors held 719 shares of iShares Core MSCI Emerging Markets ETF worth $60K as of Q2 2026.
Centerpoint Advisors bought 8 iShares Core MSCI Emerging Markets ETF shares in Q2 2026, an estimated $638.
iShares Core MSCI Emerging Markets ETF made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #159 holding.
Centerpoint Advisors first reported a position in iShares Core MSCI Emerging Markets ETF in Q3 2019 and has held it in 20 quarters since.
Centerpoint Advisors's iShares Core MSCI Emerging Markets ETF position peaked at $279K in Q4 2021.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.